EFG

Everhart Financial Group Portfolio holdings

AUM $1.17B
1-Year Est. Return 25.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1 +$19.2M
2 +$7.92M
3 +$7.32M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.12M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.79M

Top Sells

1 +$1.51M
2 +$1.04M
3 +$784K
4
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$722K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$716K

Sector Composition

1 Technology 15.19%
2 Financials 5.91%
3 Communication Services 4.53%
4 Industrials 4.41%
5 Healthcare 4.38%